Choosing the wrong one could be detrimental to your firm.
By Russ Alan Prince
Your $5 Million High-Net-Worth Practice
Central to establishing your accounting firm’s wealth management practice is selecting a suitable elite wealth management business model. A lot of thought goes into deciding first if wealth management is applicable and meaningful at an accounting firm; and second, if so, the best way to establish and grow a wealth management practice.
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The choice of business model makes a great deal of difference. There are five main business models to choose from.
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